What You Can Expect From My Musings - Unabashed neoliberal, laissez-faire capitalist, and investment analyst - Capital structure analysis and sustainable expansionary potential. - Examining the business models and markets of Japanese large-caps; passion for finding hidden gems in the Japanese equity universe. - Pure alpha and alternative investment strategies in a deflationary world. View my resumé here: http://www.slideshare.net/DavidDeuchar/resume2016-64015533 Investment Philosophy: I believe that an intelligently-diversified portfolio combined with calculated risk-taking and thorough cash flow analysis is the key to investment success. I have a strong interest in identifying unique opportunities in: - Alternatives - Highly Developed International Markets - Healthcare, Tech, and Energy - Japanese Equities I also strongly believe in aligning investment strategy with macroeconomic trends, geopolitics, and monetary and fiscal policy. Favorite Quotes: "You learn so much more from the bad experiences in your life than the good ones. Make sure to take the time to reflect on them. If you don't, a precious opportunity will have gone to waste. Remember that pain plus reflection equals progress." - Ray Dalio "I'm no genius, but I'm smart in spots and I stay around those spots." - Tom Watson "Ideas are bulletproof." - V for Vendetta "When the facts change, I change my mind. What do you do, sir?" - John Maynard Keynes
